See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,984 | $107,934-58.3% | $91,989-51.1% | $152,861-70.6% |
| Participation rate | 88.2% | 81.2%+7.1pp | 78.6%+9.6pp | 82.4%+5.8pp |
| Annual return | 29.90% | 89.24%-59.3pp | 69.02%-39.1pp | 345.32%-315.4pp |
| Employer contribution / active EE | $5,510 | $4,210+30.9% | $3,452+59.6% | $4,762+15.7% |
| Participant deferral / active EE | $8,169 | $6,364+28.4% | $5,923+37.9% | $5,850+39.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |